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| Provider | Service type | Compensation |
|---|---|---|
Service code 65 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $26,148 |
COMMERCE BANK4 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $20,487 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $10,149 |
COTTONWOOD ADVISORS, LLC6+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,216 | $77,677-30.2% | $109,173-50.3% | $79,391-31.7% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | 49.83% | 23.44%+26.4pp | 25.75%+24.1pp | 116.88%-67.1pp |
| Employer contribution / active EE | $4,598 | $2,798+64.3% | $3,723+23.5% | $2,428+89.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $469 | $732-35.9% | $6,755-93.1% | $627-25.1% |